Passed CFA Level II jobs in Full Time

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Found 11 North America jobs

  • Wealth Management Advisor

    • Canton, Massachusetts (US)
    • Salary and benefits - with additional opportunities for bonuses based upon goals met, etc.
    • Gray, Gray & Gray

    By integrating independent wealth management, accounting and tax planning services, we give our clients a complete financial understanding.

  • Treasury Analyst

    • Vancouver, British Columbia (CA)
    • Annual Salary
    • Teck Resources Limited

    Are you a great multitasker with financial modelling skills? The analyst would work with our team on corporate finance and capital allocation.

    New

  • Market Manager, Private Bank Wealth Advisory

    • Menlo Park, California
    • Benefits, 401K with company match, time-off program, paid bank holidays
    • Staffing@svb.com

      The Market Manager is responsible for leading efforts to acquire, grow and service banking, credit and wealth advisory relationships with individ...

  • Equity Research Analyst

    • Hingham, Massachusetts (US)
    • $75K base + bonus & benefits
    • Kingswood Capital Markets

    Kingswood Capital Markets is an investment bank and equity research boutique focused exclusively on small cap and micro cap stocks. The research de...

  • Portfolio Manager

    • Cleveland, Ohio
    • Competitive Compensation Package
    • Fairport Wealth

    Fairport Investment Team with $2B+ in discretionary assets under management, the Portfolio Manager is integral to the the team.

  • Venture Capital Associate/Analyst

    • Dallas, TX
    • Competitive
    • SHD Management

    Venture Capital Associate/Analyst for successful boutique venture capital firm focused on life sciences investments. Dallas, TX-based position.

  • RIA Key Account Sales Analyst

    • Malvern, PA, or Charlotte, NC
    • Competitive salary and total rewards
    • Vanguard

    Drive sales strategy and execution with key account financial intermediary clients   The Financial Advisor Services (FAS) story is one of growth, i...

  • Fundamental Equity Research Analyst - Generalist

    • Madison, Wisconsin
    • Competitive for an equity analyst with 1-5 years experience, good benefits package
    • Madison Investment Advisors

    We are looking for a talented and capable equity research analyst and good teammate that shares our passion for deep, fundamental equity research.

  • Senior Wealth Manager

    • Midwest (potential for remote depending on candidate location)
    • The Firm is an equal opportunity employer that offers a competitive salary and a comprehensive benef
    • Korn Ferry

    The Firm is seeking a Senior Wealth Manager as a player/coach to both focus on developing comprehensive high touch HNW relationships for the firm.

  • Analyst, Manager Research US Equity

    • Greater Philadelphia Area with remote capabilities
    • Total compensation package is a base salary and bonus. Competitive benefits package.
    • SEI

    The key objective of the role is to identify managers with superior skills and competitive advantage for SEI’s research platform.

  • Wealth Strategy Associate

    • Los Angeles, California
    • Competitive pay with substantial growth opportunity
    • UBS Financial Services - Los Angeles

    This wealth strategist role presents a unique growth opportunity. Work with a select clientele on a top producing team at UBS in LA.

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